Team Lead, Client Engagement (Personal Investors)

About This Position

Client Engagement Team Leads work with and support the leadership team to lead a group of Financial Consultants who interact with T. Rowe Price’s Personal Investors participants. They are responsible for supporting a team of associates which consists of monitoring interactions, developing communication skills, and mentoring performance and key business goals. They will mentor and deliver client satisfaction that leads to client retention to the firm. They will be encouraged to be subject matter experts and provide mentoring and training when appropriate.

Role Summary

Provides advanced operational support for a wide variety of complex or untested business requests. Provides daily coaching, development, and support to team members to achieve results in key metrics that meet or exceed expectations. This will include the expanded responsibility of providing leadership / coaching to a team of 10-12 producers. They will also utilize leading and lagging indicators to improve associate performance and execute on key business objectives. Works with management to establish and monitor operating procedures and work processes. Will be responsible for training staff, providing work guidance, and checking for quality and accuracy.

Responsibilities

• Implements changes to daily practice, process, and activities to increase efficiency, client retention, and client satisfaction.
• Serves as main point of contact for critical service issues or roadblocks, moves issues through to resolution.
• Leads support activities, compliance, and assists with leading associate performance to successfully achieve department objectives including presenting clear performance expectations, providing appropriate support, utilizing data / metrics to identify trends and mentor opportunities.
• Tracks and reports on key performance indicators and results for team and business unit.
• Coaches and guides assigned staff on improving the execution of key goals and longer-term objectives.
• Supports associates in responding to client inquiries and requests.
• Takes the lead on sophisticated and escalated requests while moving quickly to resolve.
• Ensures timely resolution of outstanding requests and follow up.

Qualifications

Required :

Preferred :

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to two days per week from home.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

80,000 - $114,000 for the location of : Maryland, Colorado, Washington and remote workers

80,000 - $114,000 for the location of : Washington, D.C.

80,000 - $114,000 for the location of : New York, CaliforniaThis job is eligible for overtime pay.

Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

This job posting is expected to be available until :

03 / 12 / 2025

Commitment to Diversity, Equity, and Inclusion

We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.

Benefits

We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.

Featured employee benefits to enrich your life :

Competitive compensation

Annual bonus eligibility

A generous retirement plan

Hybrid work schedule

Health and wellness benefits, including online therapy

Paid time off for vacation, illness, medical appointments, and volunteering days

Family care resources, including fertility and adoption benefits

Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering.

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

Salary : $80,000 - $114,000